Associate, Client Onboarding Associate

About this role

About this role

Job Description

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations. 

About this Role The Onboarding Team leads the onboarding of portfolios and supports account maintenance within the retail channel. Onboarding sits at the center of internal BlackRock teams (sales, portfolio management, investment operations, and corporate functions) across all regions.

We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute to a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you.

Operational Responsibilities, including but not limited to: ·      As assigned, facilitate the onboarding of new accounts by working closely with the intermediary, custodian, and internal teams (Business Development, Portfolio Management, Investment Operations, etc.) to ensure a timely account opening process with proven knowledge and understanding of related compliance and operational areas. ·      As assigned, support account transitions including custodian changes, name changes, tax id changes, account splits/consolidations, etc. and contract reviews. ·      Communicate with custodians, intermediaries, consultants, and brokers to resolve issues and respond to various requests in a timely and professional manner. ·      You will also act as a liaison between the Client Operations team and various Aperio functions including Business Development, Trading, Portfolio Management, Operations, Billing, Performance and Process Engineering. ·      Research and respond to client inquiries in a timely manner; escalate issues as appropriate. ·      Oversee client interactions — act as a conduit between the client and the rest of Aperio; introduce technology and services to clients as appropriate. ·      Collaborate with fellow team members to provide exceptional service for existing and prospective clients. ·      Generate New Account Paperwork including the set-up of new contacts for online access to the Client Portal. ·      Effectively document and maintain/evolve processes and participate in projects to enhance the client experience, streamline operations, automate processes, reduce errors, and support the firm’s growth. ·      QA (quality assurance) yours and the work of teammates to minimize potential errors. ·      Generate standardized client reports (e.g., inflow/outflow reports). ·      Update addresses and contact information in Salesforce, as needed. ·      Work to become a subject-matter expert on a wide range of client issues and internal processes, as they relate to Client Operations processes. ·      Perform other duties and responsibilities, as assigned.

Qualifications: • 3+ years industry experience. • Strong client management skills, service philosophy, and risk mitigation mentality required. • Experience in the investment management/asset management business. • Experience directly or indirectly supporting Retail & Institutional clients. • Knowledge of the different participants in the fund management business and their roles. • Excellent organizational skills & attention to detail. • Demonstrated ability to identify and implement process improvements. • Ability to prioritize effectively and adhere to tight deadlines. • Comfortable working with Excel & Access. • Knowledge of BlackRock’s internal processes, products, and fund structures a plus.

Education Requirements: ·      BA/BS degree


For Atlanta, GA Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
 Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance  on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people t

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